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Syverson Strege & Co’s Otis Worldwide OTIS Stock Holding History

Syverson Strege & Co’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8
Closed -$675 – 445
2023
Q1 		$675 Hold
8
– – ﹤0.01% 622
2022
Q4 		$626 Hold
8
– – ﹤0.01% 290
2022
Q3 		$1K Hold
8
– – ﹤0.01% 270
2022
Q2 		$1K Hold
8
– – ﹤0.01% 316
2022
Q1 		$1K Hold
8
– – ﹤0.01% 288
2021
Q4 		$1K Sell
8
-12
-60% -$1K ﹤0.01% 290
2021
Q3 		$2K Buy
20
+12
+150% +$1.05K ﹤0.01% 402
2021
Q2 		$1K Hold
8
– – ﹤0.01% 265
2021
Q1 		$1K Hold
8
– – ﹤0.01% 257
2020
Q4 		$1K Buy
+8
New +$519 ﹤0.01% 236

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Syverson Strege & Co's OTIS Position: Q2 2023 in Review

Syverson Strege & Co sold out of Otis Worldwide (OTIS) in Q2 2023, closing a stake of 8 shares — an estimated $675 sold.

Syverson Strege & Co first reported a position in OTIS in Q4 2020 and held it in 10 quarters. The position peaked at $2K in Q3 2021. 1,124 funds tracked by Wall St. Rank hold OTIS as of Q2 2023.

  • Syverson Strege & Co reported no remaining Otis Worldwide position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 8 Otis Worldwide shares in Q2 2023, an estimated $675.
  • Syverson Strege & Co first reported a position in Otis Worldwide in Q4 2020 and held it in 10 quarters.
  • Syverson Strege & Co's Otis Worldwide position peaked at $2K in Q3 2021.
  • 1,124 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.